This hybrid-based IFA Administrator job in South Rhondda Cynon Taf is suitable for an individual experienced within financial planning, keen to join a growing company
You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
Providing proactive support to their Financial Advisors
Managing the Financial Advisors diary and arranging client meetings
Contacting clients through various methods to ensure the advice process is not held up
Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
Prepare meeting packs and information ahead of client appointments
Process new business
Key illustrations, projections and valuations
IFA Administrator Requirements
You should have experience as an Administrator within a financial planning firm
You should have good knowledge of financial planning processes and how a Financial Advisor operates
You should be comfortable and confident when contacting clients
The Company
This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
IFA Administrator Benefits
Salary of £28,000 - £30,000 depending on experience
Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
Hybrid working after being signed off as competent (typically in line with probation sign off)
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path
Locations
South Rhondda Cynon Taf
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